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FINANCIAL PLANNING & BUSINESS SERVICES IN SAN ANTONIO TX
Smart Decisions Now, Security for What Comes Next
from structuring a business sale to planning your estate, the big financial and legal decisions deserve a team that knows your whole picture. We bring accounting, wealth management, and legal guidance together under one roof.
There's a Lot Riding on Your Business
You need accounting professionals
The Gonzales Group CPA Firm has served San Antonio businesses and families for over 40 years. As CPAs, enrolled agents, bookkeepers, and an attorney on staff, we see how your business, your taxes, and your personal finances connect. That means advice built around your whole situation, not one piece of it, from a team that answers when you call.
Take A Weight Off Your Shoulders With Experienced CPAs Who Have Your Back
Aligned Advice
Your accountant, advisor, and attorney work from the same set of facts, so nothing gets lost between them.
Tax-Smart Decisions
Every major move is structured with your tax picture in mind, so you keep more of what you build.
A Long-Term Partner
We plan for where you are headed, not just this year, and stay with you as things change.
One Team for the Decisions That Matter Most
Buying or selling a business, planning for retirement, protecting your family with the right documents in place. These decisions are easier when the people advising you already know your numbers. Our clients lean on us as a trusted advisor for the long run, with continuous, reliable support now and for years to come.
Everything Your Business Needs, Under One Roof
From day-to-day guidance to long-range planning, we help you make confident decisions across your business, your wealth, and your legal affairs.
BUSINESS TRANSACTIONS
Buying or selling a business? We help structure the transaction to minimize your tax liability and protect your interests on both sides of the deal.
ENTITY & GROWTH PLANNING
Entity selection, business plan development, financial projections and forecasts, help securing financing, and analysis of your operations or expansion, so your next move is built on solid numbers.
WEALTH MANAGEMENT
Long-range financial planning to build wealth and protect your assets, with investment solutions designed around your goals for college, retirement, and beyond.
INSURANCE & PROTECTION
Insurance products and strategies to protect what you have built and keep your family secure through whatever comes.
ESTATE PLANNING
Wills and trusts, powers of attorney, medical powers of attorney, living wills and directives, and probate matters, so your wishes are clear and your family is protected.
BUSINESS LEGAL SERVICES
As an attorney, Norbert Gonzales, Jr. prepares and reviews business contracts, leases, and deeds for established clients.
Investments provided through Wealth Management LLC, a Registered Investment Advisor.
Getting Started Takes One Call
Reach out and tell us what you are facing.
Call us or schedule a consultation online, and we will ask a few questions to understand your goals.
We map out your options.
We look at the tax, financial, and legal angles together and lay out a clear plan.
We put the plan to work.
From paperwork to filings to follow-through, we handle the details and stay with you as your needs change.
"They are truly partners that have our businesses best interest in mind"
“The Gonzales Group team has worked with Ellis Insurance Agency (our family-based business) for many, many years! They are truly partners that have our businesses best interest in mind - they educate, inform and communicate consistently and effectively! We value our partnership with The Gonzales Group and recommend them to work with any and all businesses!”
— Ellis Insurance Agency
Stop Guessing. Start Knowing.
You worked hard to build this business and this life. You deserve advisors who see the whole picture and are just a phone call away.